യൂറോപ്യൻ അലുമിനിയം സ്മെൽറ്ററുകളിലെ ഉൽപ്പാദനം വെട്ടിക്കുറച്ചേക്കാം

യൂറോപ്യൻ അലുമിനിയം സ്മെൽറ്ററുകളിലെ ഉൽപ്പാദനം വെട്ടിക്കുറച്ചേക്കാം

യൂറോപ്യൻ അലുമിനിയം സ്മെൽറ്ററുകളിലെ ഉൽപ്പാദനം വെട്ടിക്കുറച്ചേക്കാം

Russia plays an important role in the global energy and non-ferrous metal supply chain.

നിന്ന് 2020 വരെ 2021, റഷ്യയുടെ നിക്കൽ കയറ്റുമതിയുടെ ആഗോള പങ്ക്, അലുമിനിയം, ചെമ്പ്, നയിക്കുക, സിങ്ക് ആയിരിക്കും 13.6%, 4.9%, 4.5%, 3.2%, ഒപ്പം 0.3%, respectively.

ഇൻ 2020, the output of electrolytic aluminum in Russia is 3.64 million tons, accounting for 5.59% of the world (65.100 million tons); the consumption of electrolytic aluminum is 937,000 tons, accounting for 1.46% of the world (63.959 million tons).

From February 24th to March 24th, 2022, the highest prices of oil, അലുമിനിയം എക്സ്ട്രൂഷൻ പ്ലാന്റ് സജ്ജീകരണത്തെക്കുറിച്ച് നിങ്ങൾ അറിയേണ്ട എല്ലാ വിവരങ്ങളും, nickel, അലുമിനിയം, ചെമ്പ്, നയിക്കുക, and zinc rose by 29%, 10%, 107%, 14%, 8%, 9%, ഒപ്പം 18%, respectively.

Russian aluminum exports blocked

It can be seen from the supply, demand and trade structure of aluminum resources in Russia that Russia is an important exporter of aluminum resources in the world.

According to estimates, ഇൻ 2020, Russia will export a total of 2.32 million tons of aluminum products to the top ten aluminum exporting countries, of which 840,000 tons of aluminum products will be exported to Europe, accounting for 36% of the total of the top ten exporting countries, accounting for about European electrolytic aluminum demand. 9.27% of the amount.

United Company RUSAL Plc (hereinafter referred to as Rusal) accounts for a high proportion of the world’s aluminum production and is mainly exported to Europe.

According to Rusal’s announcement, ഇൻ 2021, its aluminum output will be 3.76 million tons, accounting for 5.6% of the world’s total.

Rusal’s aluminum output in 2020 is 3.64 million tons, and the sales regions account for 45% in Europe, 25% in Asia, 7% in the Americas, ഒപ്പം 23% in the CIS. Europe is Rusal’s main export region.

ഇൻ 2019, the exports of Rusal’s primary aluminum and aluminum alloys were 1.9 million tons and 840,000 tons respectively, accounting for 17.4% ഒപ്പം 6.9% of the global total trade volume, accounting for 3% ഒപ്പം 1.3% of global aluminum consumption respectively, the total proportion is more than 4%.

Rusal plays an important role in the European aluminum supply chain. The export of Rusal is blocked by sanctions from Europe and the United States, which will significantly impact the European aluminum market.

ഇൻ 2021, the output of Rusal exported to Europe will account for about 17% of European electrolytic aluminum consumption.

യൂറോപ്യൻ അലുമിനിയം സ്മെൽറ്ററുകളിലെ ഉൽപ്പാദനം വെട്ടിക്കുറച്ചേക്കാം

Europe is highly dependent on Russia’s energy supply.

ആദ്യം, the proportion of energy in the European energy structure is relatively high, of which natural gas and coal account for 34%.

രണ്ടാമത്, Europe is highly dependent on foreign energy, and Russia accounts for a large proportion of imported energy.

Europe’s natural gas imports account for 90% of its consumption, while natural gas from Russia accounts for 35% of Europe’s natural gas imports.

According to Reuter’s data, 21% of the natural gas needs to be transited through Ukraine; Russia accounts for 29% of Europe’s total crude oil imports.

The third is the rise in natural gas prices, driving up both coal prices and oil prices, and even the resumption of production of coal-fired power plants that had been shut down before.

European electrolytic aluminum plants are hit by energy costs, and the output reduction may be further expanded.

ഇൻ 2020, the European electrolytic aluminum production was 4.2046 million tons, accounting for 6.47% of the global (64.98 million tons);

ഇൻ 2020, the European electrolytic aluminum consumption reached 9.0096 million tons, and the global (63.95 million tons) accounted for 14.09%.

According to SMM statistics, as of the beginning of March 2022, the operating capacity of electrolytic aluminum in Western Europe was 3.26 million tons per year.

Due to the shortage of energy, since December 2021, production has been reduced by nearly 900,000 tons per year, accounting for 1.2% of the world.

In the energy structure of electrolytic aluminum plants in Western Europe, natural gas and coal account for about 5%.

Although the proportion is not large, the overall price of electricity in Europe has risen systematically due to energy shortages, causing the cost of electrolytic aluminum to continue to rise.

ഇപ്പോൾ, the aluminum plants that have not stopped production in Europe have long-term orders with power companies for quarters, half a year or more than a year, which can temporarily resist the rise in electricity prices.

എങ്കിലും, we believe that the situation in Russia and Ukraine has led to the continued rise of energy prices in Europe, which will further push up the cost of electrolytic aluminum, and the scope of production reduction of European aluminum plants may be further expanded, resulting in further tightening of the supply side of electrolytic aluminum.